See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $401,909 | $98,750+307.0% | $149,696+168.5% | $79,858+403.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 8.36% | 27.43%-19.1pp | 276.60%-268.2pp | 31.71%-23.4pp |
| Employer contribution / active EE | $2,996 | $3,216-6.8% | $4,644-35.5% | $2,471+21.3% |
| Participant deferral / active EE | $5,237 | $5,680-7.8% | $6,842-23.5% | $3,740+40.0% |
| Admin fee / account holder | $13,652 | $6,053+125.6% | $9,309+46.7% | $5,306+157.3% |